Recovering from a Loss
When your portfolio experiences a loss, regardless of the severity, the math highlights the damage.
Retirement: A Dream Come True?
(Or just wishful thinking?)
The Rule of 72
The Rule of 72 is a simple a rule of thumb; how long will it take me to double my money?
Organizing Your Pantry
Becoming a good chef is knowing what foods pair well with each other.
Moneyball Your Career
The average person changes positions 12 times in their career so this situation may seem very familiar.
Hitting Restart
Half of all marriages end in divorce. If you’re in this unfortunate situation you need to be well versed as what to expect and how to effectively navigate this difficult financial transition.
How to NOT Hire a Financial Advisor
We’re aiming to provide you as much financial insight as we can so that if you decide, you can set out to manage your own finances.
Investment Allocation
Our program is structured to provide evidence, despite being plain vanilla, that a portfolio with effective asset allocation provides more stability in the success levels of your financial plan.
The 401k Cram Session
Confess, you have avoided reading the plan rules in your 401k when you started a new position…
This short read aims to help provide some quick clarity.
Three Buckets
Our rationale for the three buckets hinges on the fact that a typical market downturn is 2-3 years. If you have a fully funded bucket 1 and 2 this provides capacity to help protect bucket 3 from liquidity needs during downturns and avoid further piling on principle values.
Pension Max
If you’re fortunate enough to accumulate a pension you’ve likely heard rumblings about a pension maximization (max) strategy. The pluses and minuses of this strategy need to be weighed and considered.
Stock Option & Rewards Plans
How some employers incentivize and retain talent to remain competitive.
Economics Cometh Undone?
Our concern is that without a human to explain the weaknesses of index investing (bloating valuations of FAANGs and other in vogue stocks further) this cycle of passive index investing has a breaking point.
The Two Faces of Debt
No one is talking about effective usage of debt because “debt” and “liabilities” have become dirty words to the general population.